Key Points Semiconductor manufacturers are racing to expand their production capacity to meet demand from artificial intelligence (AI) customers. That expansion is benefiting downstream equipment suppliers like Cohu, which makes testing, handling, and inspection machines for the most advanced AI chips. Cohu’s revenue growth is accelerating, and it has an expanding sales pipeline that could … Read more
Microsoft Stock Has Grown Roughly 14-Fold Since Satya Nadella Became CEO in 2014, a 23% Annual Growth Rate That Ended 14 Years of Negative Growth. Can That Pace Continue Under Heavy AI Spending?
The whipping post
Key Points Nadella turned around Microsoft by focusing on enterprise cloud solutions in both software and compute. Microsoft Azure, its cloud computing platform, has become a major growth driver in recent years. Is AI a threat or an opportunity for Microsoft? 10 stocks we like better than Microsoft › Bill Gates handed over the reins … Read more
This Zacks Screen Finds Strong Growth Stocks Like Bloom Energy
The whipping post
Stock screening is commonly deployed by investors to ‘cut through the noise.’ The approach is especially useful when you’re choosing from thousands of options, which can often overwhelm investors. Taking a different angle, screening is essentially the same idea as constructing a grocery list. A list helps you easily navigate a store, allowing you to … Read more
If I Were in My 20s, I'd Buy This Magnificent Vanguard ETF and Hold It Forever
Key Points Investing in an S&P 500 index fund is one of the surest ways to build wealth in the stock market over the long term. But young investors in their 20s can benefit from targeting growth stocks in pursuit of higher returns, even if it leads to more volatility. The Vanguard Morningstar Mega Cap … Read more
Prediction: AMD Will Join the $3 Trillion Club in 2030. Here’s the Math.
Key Points AMD’s data center business has been the primary driver of its impressive growth in recent quarters, but investors shouldn’t miss the other growth drivers. AMD’s client processor and gaming businesses can step on the gas over the next five years. AMD’s terrific long-term earnings growth potential can help the stock triple by 2030. … Read more